Liasioning between Clients, Lenders and management through trusteeship business Vetting of documents for various kinds of Secured / Unsecured Borrowings of Corporate clients. Creation of appropriate charges on the assets of the corporates, i.e. mortgage, hypothecation etc. Acting on behalf of lenders Monitoring of Funds through Escrow Account Issuance of custody and security letter Protecting interest of investors and lenders Providing data to the Auditors viz. Concurrent Auditor, Internal Auditor , SEBI Auditor Monitoring the compliance of the acts, rules and regulations, notifications, guidelines, instructions, etc., issued by the Board, Central Government and State Government(s); Redressal of investors grievances. Travelling out of Maharashtra may require in case of client meet / documentation / audit. To be part of Revenue Target and ensuring timely Recovery of fees from clients including NCL/DRT clients. Handling the team of officers and ensuring targets are met within specified timelines Acting as Authorised Signatories in various official works. Attending meeting with SEBI officials, Management, Clients as part of operations. Handling all operational aspects of trusteeship mandate

Interdepartmental coordination for monitoring related activities such as initial and periodical covenants, NOC insurance, pledge creation release Etc Checking /Verifying the transactional documents I e DTD and IM for identification of covenants for Listed NCDs Preparing list of covenants as per SEBI master circular for listed mandates Verifying and approving cash flow events and covenants on DLT platform CERSAI filling related to secured transactions Creation of appropriate charges on the assets of the corporates, i e mortgage, hypothecation etc Issuance release letter for closed transactions

Relationship Management Assisting in Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how Axis Trustee can support their growth plans; Answering clients questions in a solution oriented manner; Collecting regular feedback from clients and share it with the internal teams as appropriate; Managing, monitoring and assuring client satisfaction; Collaborating with internal teams to address customers needs; Revenue Growth Identifying cross selling opportunities with existing clients; Assuring Axis Trustee is and remains client s preferred partner; Client profitability Assisting in invoicing and recovery. Monitoring scope of service with agreed terms.